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We are seeking an Executive Assistant & Office Manger to support the day-to-day operations of a family office. This position requires a detail-oriented individual who can handle a diverse range of tasks in a dynamic environment. The ideal candidate will manage both accounting functions and high-level executive assistant duties. Strong organizational skills, multitasking abilities, and proficiency with QuickBooks are essential.

Key Responsibilities:

• Reconcile bank accounts and ensure accurate financial records.
• Manage A/R and A/P functions for multiple LLCs using QuickBooks.
• Prepare and organize financial records and tax documents for CPA review.
• Maintain and organize files and investment records.
• Support transactional assistance for investments and related documentation.
• Provide administrative support for family office functions.
• Coordinate meeting schedules, logistics, and executive calendaring.
• Assist with travel arrangements and logistics for executive team members.
• Perform additional duties as needed to support the family office.

Requirements:

• 5+ years of experience in bookkeeping and executive assistant roles.
• Proficiency in QuickBooks and Microsoft Office.
• Strong organizational and communication skills.
• Ability to handle confidential information with discretion.
• Ability to multitask and prioritize in a fast-paced environment.
• Experience working with investment documents is a plus.

Compensation:

• $60,000-70,000, depending on experience.
• Competitive benefits package available.
• Flexible schedule.